See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,757 | $100,852+122.9% | $90,404+148.6% | $158,922+41.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.43% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $16,135 | $3,689+337.4% | $3,262+394.6% | $4,761+238.9% |
| Participant deferral / active EE | $14,607 | $4,348+236.0% | $3,963+268.5% | $5,982+144.2% |
| Admin fee / account holder | $27,672 | $6,501+325.7% | $5,611+393.2% | $11,246+146.1% |